Platform Agentexchange Partner Offers Configure

作者 forcedotcome5164d94d751无许可证1K 个星标收录于 2026年10月8日更新于 2026年10月8日仓库昨天更新

Enable or disable the org preference that controls whether a Salesforce org can receive partner offers from the Transactable Marketplace. Use this skill when the user wants to turn partner offer reception on or off for an org. TRIGGER when: user asks to enable or disable partner offers, configure TransactableMarketplaceReceivePartnerOffers, configure enableTransactableMarketplaceReceivePartnerOffers, set up marketplace partner offer reception, toggle the TM partner offers setting, edit a TransactableMarketplacePrivateOffer.settings file, or configure org preferences related to transactable marketplace. DO NOT TRIGGER when: user needs to create or manage the partner offer records themselves, configure marketplace listing settings, or work with SfdcPartnerOffer objects (use platform-metadata-deploy or platform-apex-generate instead).

仅含说明DevOps & Cloud
AI 生成的概览

切换 Salesforce 组织偏好设置,控制该组织能否接收 Transactable Marketplace 的合作伙伴报价。

功能
读取 enableTransactableMarketplaceReceivePartnerOffers 组织偏好设置的当前值,写入 TransactableMarketplacePrivateOffer.settings 元数据文件,将其部署到目标组织并验证更改。它会报告组织、更改前后的值、写入的文件以及部署状态。它不会创建或管理合作伙伴报价记录或市场商品信息。
适用场景
适用于用户想要为 Salesforce 组织启用或禁用合作伙伴报价接收,或配置 TransactableMarketplaceReceivePartnerOffers 偏好设置的场景。不适用于创建合作伙伴报价记录、配置市场商品信息或处理 SfdcPartnerOffer 对象。
运行要求
需要 Salesforce CLI(sf)2.0.0 或更高版本和 jq 1.6.0 或更高版本,以及具有组织偏好设置管理员或 Modify All Data 权限的已认证目标组织。需要 API 版本 67.0 或更高版本,并能访问该组织的 sfdx-project.json。不附带脚本;提供一个 XML 模板资源和示例设置文件。

Enabling Transactable Marketplace Receive Partner Offers Org Preference

This skill configures the enableTransactableMarketplaceReceivePartnerOffers org preference via the TransactableMarketplacePrivateOfferSettings Metadata API type, which controls whether a Salesforce org is eligible to receive partner offers through the Transactable Marketplace. It is required for subscriber orgs that participate in the TM partner offer flow.

Scope

  • In scope: Reading the current value of the pref, enabling or disabling it via Metadata API (TransactableMarketplacePrivateOfferSettings), and verifying the change took effect.
  • Out of scope: Creating or managing partner offer records, configuring marketplace listings, or any Apex/trigger changes related to offer processing.

Required Inputs

  • Target org alias or username: The org where the pref should be set. Ask if not provided.
  • Desired state: true (enable) or false (disable). Default: true.

Workflow

Phase 1 — Check current state

  1. Query the current preference value by running:

    bash
    sf data query -q "SELECT Preference, Value FROM OrgPreference WHERE Preference = 'TransactableMarketplaceReceivePartnerOffers'" --target-org <alias> --use-tooling-api

    If the record exists and Value = true, the pref is already enabled — confirm with the user before proceeding. If the query returns no rows, the pref is not yet set (defaults to false).

  2. Resolve the org's package directory to determine where to write metadata. Run this and use its output as <packageDir>:

    bash
    jq -r '.packageDirectories[0].path // "force-app/main/default"' sfdx-project.json

Phase 2 — Apply the preference

  1. Write the TransactableMarketplacePrivateOfferSettings metadata file — load assets/org-pref-template.md for the exact XML structure, then write the file at:

    text
    <packageDir>/settings/TransactableMarketplacePrivateOffer.settings

    Set <enableTransactableMarketplaceReceivePartnerOffers>true</enableTransactableMarketplaceReceivePartnerOffers> (or false if disabling).

  2. Deploy the metadata to the target org. Before running the deploy, confirm with the user:

    • Confirmed the target org alias with the user (deploying to the wrong org is not easily reversible)
    • Confirmed the desired state (true/false) matches the user's intent
    bash
    sf project deploy start --metadata TransactableMarketplacePrivateOfferSettings --target-org <alias>

Phase 3 — Verify

  1. Confirm the change by re-running the Tooling API query from step 1 and verifying the Value column matches the desired state.

  2. Report to the user — see Output Expectations below.


Rules / Constraints

RuleRationale
Always query the current value before writing metadataAvoids unnecessary deploys and detects conflicting changes
Use TransactableMarketplacePrivateOfferSettings as the metadata typeThis is the concrete type registered in the platform for this pref, not the generic OrgPreferenceSettings
The settings file must be named TransactableMarketplacePrivateOffer.settingsMetadata API requires the filename to match the settings node name
Do not hardcode force-app/main/default/Always read sfdx-project.json for the actual package directory
Never deploy without confirming the org alias with the userDeploying to the wrong org is not easily reversible

Gotchas

IssueResolution
Tooling API query returns no rowsPref is unset (defaults to false). Safe to create a new settings file.
Deploy fails with INVALID_TYPEThe metadata type name is TransactableMarketplacePrivateOfferSettings — check the --metadata flag value.
Deploy succeeds but value doesn't changeAnother settings file in the project may be overriding this one. Search for other TransactableMarketplacePrivateOffer.settings files in the project.
INSUFFICIENT_ACCESS_OR_READONLY on deployUser running the deploy must have the "Modify All Data" or org preference admin permission in the target org.
Pref not visible in UIenableTransactableMarketplaceReceivePartnerOffers is not surfaced in Setup UI — the Tooling API query is the only way to verify it.
Available from API version 67.0+ onlyThe type is available from API v67.0 — deploying against an older API version will fail.

Output Expectations

After completing all phases, report:

text
Org: <alias>Preference: enableTransactableMarketplaceReceivePartnerOffersPrevious value: <true|false|unset>New value: <true|false>File written: <packageDir>/settings/TransactableMarketplacePrivateOffer.settingsDeploy status: Success

Reference File Index

FileWhen to read
assets/org-pref-template.mdPhase 2, step 3 — use as the exact XML structure for the settings file
examples/org-preference-settings.xmlTo verify the generated file matches expected format

来源与署名

来源:forcedotcom/sf-skills位于skills/platform-agentexchange-partner-offers-configure提交e5164d9

许可证: 无许可证

内容归原作者所有。SourceWeft 从公开仓库中收录这些内容。

举报或申请下架

更多来自 forcedotcom/sf-skills 的技能

Service Itsm Teams Itservice Configure

forcedotcom

Configure the "Set Up Salesforce IT Service" checklist for Microsoft Teams Employee Service (ITSM) — the employee side, covering app enablement, marketplace install guidance, user access assignment, and Digital Experience Site selection. Use this for: 'turn on Salesforce IT Service', 'set up IT Service on Teams', 'assign Teams for Employee permission set', 'give employees access to Teams for Employee Service', 'manage user access for Teams ITSM', 'grant users the permission sets needed for Teams Employee Service', 'select a digital experience site for Teams', 'install Salesforce IT Service app on Teams', or any request to complete the IT Service half of the Teams ITSM Go page checklist (including the Manage User Access step). DO NOT TRIGGER for the base Teams Salesforce Go page toggle or Azure/Entra app setup (service-itsm-teams-configure) or for the IT Desk/fulfiller half of the checklist (service-itsm-teams-itdesk-configure).

待分类1K昨天更新

Service Itsm Teams Coordinate

forcedotcom

End-to-end autopilot orchestrator for setting up Microsoft Teams integration in Salesforce Service Cloud ITSM — runs the whole flow (enable the Teams for Employee Service Go feature, register the Microsoft Entra app, populate Named Credentials, configure the IT Desk and IT Service checklists, turn on Swarming, and optionally embed the Agentforce agent) in one continuous pass, stopping only at the points a human must act. Use when the user asks to set up Microsoft Teams for ITSM end to end, 'set up teams for it service', 'do the whole teams itsm setup', 'configure microsoft teams for employee service', or wants a guided Teams ITSM walkthrough. Delegates each stage to a specialized child skill while driving the sequence itself. DO NOT TRIGGER when the user asks to enable Teams alone, configure just the IT Desk or IT Service checklist alone, or enable Swarming alone — delegate directly to the specific child skill in those cases.

待分类1K昨天更新

Service Itsm Teams Itdesk Configure

forcedotcom

Configure the "Set Up Salesforce IT Desk" checklist for Microsoft Teams Employee Service (ITSM) — the fulfiller/agent side, covering app enablement, marketplace install guidance, user access assignment, and Swarming collaboration-tool setup. Use this for: 'turn on Salesforce IT Desk', 'set up IT Desk on Teams', 'assign Teams for IT Desk permission set', 'set Teams as collaboration tool for swarming', 'install Salesforce IT Desk app on Teams', or any request to complete the IT Desk half of the Teams ITSM Go page checklist. DO NOT TRIGGER for the base Teams Salesforce Go page toggle or Azure/Entra app setup (service-itsm-teams-configure) or for the IT Service/employee half of the checklist (service-itsm-teams-itservice-configure).

待分类1K昨天更新

Service Itsm Teams Debug

forcedotcom

通过针对 Salesforce 组织运行通过/失败配置检查清单,诊断 Microsoft Teams 员工服务(ITSM)配置故障。

DevOps & Cloud1K昨天更新

Service Itsm Teams Employee Agent Configure

forcedotcom

Configure the embedded Agentforce Employee Agent so it replies inside the Microsoft Teams ITSM custom client ('Salesforce Employee Assist' / 'Ask AI Agent'). Use this for: 'set up employee agent in Teams', 'embed Agentforce agent in Teams', 'make the IT Service Employee Agent reply in Teams', 'Teams Ask AI Agent not responding', 'agent joins then leaves without replying', 'configure MIAW deployment for Teams employee agent', 'Teams embedded messaging agent setup'. Builds the whole stack headlessly (zero Setup-UI clicks): the Web messaging channel with User Verification ON, the Enhanced Chat User Verification Key Set (JWKS_URL) it requires, the Teams_AgentForce custom-client deployment, the routing flow to the agent, and the Agent Access permission set that lets the portal user reach the agent. DO NOT TRIGGER for enabling the Teams feature Salesforce Go page toggle (service-itsm-teams-configure) or for configuring notification preferences.

待分类1K昨天更新

Service Itsm Swarming Configure

forcedotcom

通过 Connect API 调用启用 Salesforce Swarming ITSM 功能,并将协作工具设为 Teams。

DevOps & Cloud1K昨天更新